James Walden Email & Phone Number
Senior Regional Consultant - Wealth Management @ MFS Investment Management
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James Walden Location
- Keller, TX, US
James Walden Work
- 2022 -now Senior Regional Consultant - Wealth Management @
- 2014 -now Director, Wealth Management Group @
- 2000 -2014 Vice President, Territory Sales @
- 1999 -2000 Senior Pension Consultant @
- 1998 -1999 Vice President, Marketing and Sales @
- 1995 -1998 Midwest Regional Manager of Corporate Retirement Plan Sales @ JP Morgan/American Century Retirement Plan Services
- 1993 -1995 Institutional Marketing Representative @
- 1990 -1993 Institutional Service Representative @
James Walden Education
- Kansas State University
Bachelor of Science (BS) (Business Administration, Finance)
1986-1990
James Walden Skills
- Mutual Funds
- Series 7
- Investment Management
- Retirement Planning
- Investment Advisory
- Pensions
- Asset Allocation
- Investment Strategies
- Investments
- Wealth Management
- Portfolio Management
- Strategic Financial Planning
- Asset Management
- Capital Markets
- Series 63
- ETFs
- Separately Managed Accounts
- Money Management
- Fixed Income Portfolio Management
- Stock Market
- Series 6
- Wealth Accumulation Strategies
- Retirement
- Wealth Management Services
James Walden Summary
- James Walden, based in Keller, TX, US, is currently a Senior Regional Consultant - Wealth Management at MFS Investment Management. James Walden brings experience from previous roles at MFS Investment Management, American Century Investments, Transamerica and Great Plains Trust Company. James Walden holds a 1986 - 1990 Bachelor of Science (BS) in Business Administration, Finance @ Kansas State University. With a robust skill set that includes Mutual Funds, Series 7, Investment Management, Retirement Planning, Investment Advisory and more. James Walden has 1 emails and 1 mobile phone numbers on RocketReach.
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